Vertex Investment Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vertex Investment Solutions’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39M	Sell	23,500 -22,600	-49%	-$3.86M	2.96%	11
2026 Q1	$5.94M	Buy	46,100 +1,300	+3%	+$183K	6.86%	3
2025 Q4	$6.53M	Buy	+44,800	New	+$6.47M	6.48%	7

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vertex Investment Solutions's XLK Position: Q2 2026 in Review

Vertex Investment Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q2 2026, selling an estimated $3.86M and leaving 23,500 shares worth $4.39M. The position accounts for 2.96% of the portfolio, ranked #11.

Vertex Investment Solutions first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.53M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Vertex Investment Solutions held 23,500 shares of State Street Technology Select Sector SPDR ETF worth $4.39M as of Q2 2026.
Vertex Investment Solutions sold 22,600 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.86M.
State Street Technology Select Sector SPDR ETF made up 2.96% of Vertex Investment Solutions's portfolio in Q2 2026, its #11 holding.
Vertex Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Vertex Investment Solutions's State Street Technology Select Sector SPDR ETF position peaked at $6.53M in Q4 2025.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.